Semiconductor Earnings Tracker
Track upcoming and recent semiconductor earnings reports for TSMC, NVIDIA, AMD, Intel, Samsung, SK Hynix, Micron, ASML, Broadcom, and more. View key metrics, guidance, and what to watch for each company.
Semiconductor Earnings Tracker
Track upcoming and recent earnings for major semiconductor companies. Key metrics, guidance, and what to watch for each report.
Calendar last updated: · scheduled dates on file through Oct 22, 2026
Upcoming Earnings
NVIDIANVDAQ2 FY2027
Aug 26, 2026(20 days away)
What to watch
- •Data center revenue and sequential growth
- •Blackwell B200/GB200 shipment mix vs Hopper
- •Inference vs training revenue split
- •Vera Rubin roadmap and timing commentary
- •Gross margin trajectory
MicronMUQ4 FY2026
Sep 29, 2026(54 days away)
What to watch
- •HBM revenue and share of total DRAM
- •HBM4 qualification and ramp timing
- •DRAM and NAND contract pricing direction
- •FY2027 capex guidance
Recent Results
IntelINTCQ1 2026
Reported Apr 23, 2026
Revenue
$13.6B
+7% YoY
Gross Margin
41%
Op Margin
12.3%
EPS
$0.29
ASP-led beat: client +16% / server +27% ASPs; client -13% / server -5% volumes. IFS external revenue $174M. $3.9B Mobileye goodwill impairment. Apollo Fab 34 reacquired April 2026 for $14.2B (funded $7.7B cash + $6.5B debt).
Guidance: Q2 2026: $13.8-14.8B revenue, 39.0% non-GAAP GM, $0.20 non-GAAP EPS
Tracked Companies
| Company | Ticker | Sector | Key Metrics to Track |
|---|---|---|---|
| TSMC | TSM | Foundry | Revenue by node, utilization, gross margin, capex guidance |
| NVIDIA | NVDA | GPU / AI Accelerator | Data center revenue, H/B-series shipments, margin, guidance |
| AMD | AMD | GPU / CPU | MI-series revenue, EPYC share, data center segment |
| Intel | INTC | IDM / Foundry | 18A yield, IFS revenue/loss, product margins |
| Samsung | 005930.KS | Memory / Foundry | HBM revenue, foundry utilization, DRAM pricing |
| SK Hynix | 000660.KS | Memory | HBM revenue and share, DRAM pricing, margins |
| Micron | MU | Memory | HBM shipments, DRAM pricing, capacity outlook |
| ASML | ASML | Equipment | Bookings, EUV shipments, backlog, High-NA EUV |
| Broadcom | AVGO | Custom ASIC | AI ASIC revenue, custom chip pipeline, XPU wins |
| Applied Materials | AMAT | Equipment | WFE outlook, advanced packaging equipment |
| Lam Research | LRCX | Equipment | Etch market share, WFE forecast, China exposure |
| KLA | KLAC | Equipment | Process control, advanced node adoption |
Frequently Asked Questions
- When do the major semiconductor companies report earnings?
- Semiconductor earnings cluster in four waves per year. TSMC reports first, typically in the third week of January, April, July and October. ASML reports within days of TSMC. Intel, Samsung and SK Hynix follow in the last week of the month. NVIDIA reports on a separate fiscal calendar, roughly three weeks after the rest, in late February, May, August and November. Micron is furthest out of step, reporting in late March, June, September and December. Confirmed dates for the current quarter are listed above.
- What are the key semiconductor earnings metrics to track?
- Revenue and year-over-year growth, gross margin trend, operating margin, and forward guidance are the baseline. Beyond those, the metric that matters is segment-specific: revenue by process node and fab utilization for foundries like TSMC, HBM revenue share and DRAM contract pricing for memory makers, bookings and backlog for equipment vendors like ASML and Applied Materials, and data center revenue plus product mix for NVIDIA and AMD.
- Why does NVIDIA report earnings on a different schedule?
- NVIDIA uses a fiscal year ending in late January, so its quarters are offset roughly one month from the calendar year used by most of the industry. NVIDIA's "Q1" covers February through April and is reported in May. This matters when comparing results: NVIDIA's reported quarter captures a different period than a same-named quarter from TSMC or Samsung, so year-over-year comparisons across the two are not aligned.
- Which semiconductor earnings matter most for AI infrastructure?
- TSMC for advanced-node and CoWoS packaging capacity, since it is the binding constraint on accelerator supply. SK Hynix and Micron for HBM pricing and qualification status. NVIDIA for data center demand. ASML for the equipment order book, which leads fab capacity by 12 to 18 months. Read together, these four give most of the forward signal on AI accelerator supply and cost.